Assets under management across crypto investment funds rose to $155 billion, the highest since February 1, though still well below the $263 billion peak seen in October 2025. The rebound is being driven largely by institutional capital, which is re-entering the market faster than retail and lending support to bitcoin’s gradual rally.
CoinShares data shows digital asset investment products recorded $1.2 billion in inflows last week, marking a fourth straight week of gains. Bitcoin accounted for the bulk of that demand, pulling in $933 million and bringing its year-to-date inflows to $4 billion. Ether also remained strong, attracting $192 million and extending its streak of weekly inflows above $190 million to three.
Outside of direct crypto exposure, blockchain equity ETFs are emerging as a key area of interest. These funds invest in publicly traded companies tied to crypto infrastructure, including miners, exchanges, and semiconductor firms. Over the past three weeks, they have drawn $617 million in inflows, including a record weekly figure. CoinShares analyst James Butterfill highlighted the surge as evidence of growing demand for indirect exposure, particularly among investors who are unable or unwilling to hold spot bitcoin.
In the market, bitcoin briefly climbed to $79,399 overnight—its highest level since January 31—before retreating to around $77,705. The $80,000 level remains a key psychological and technical threshold, as it represents the breakeven zone for many investors who bought earlier this year and held through the recent geopolitical-driven downturn.
The coming days will be crucial in determining whether continued institutional inflows can offset selling pressure near these levels, or if repeated rejections around $79,000 signal a consolidation phase rather than an imminent breakout.
Broader market conditions may also shape bitcoin’s next move. Earnings from major tech companies—including Alphabet, Microsoft, Amazon, Meta, and Apple—account for a significant share of the S&P 500’s market capitalization and are likely to influence overall risk sentiment. Strong results could extend the current streak of crypto inflows and help bitcoin push past $80,000, while weaker-than-expected earnings could weigh on both equities and digital assets.
Share this content:
